The Packaged Retail and Insurance-based Investment Product (PRIIP) Regulation affects retail investors who need to understand the complexities of these products.
The regulation aims to create greater efficiency in EU markets by helping retail investors better understand and compare different PRIIPs. Retail investors are retail clients who do not qualify as professional clients under MiFID.
Our PRIIPs Regulation Course reviews the key points of the PRIIPs Regulation, including the production and delivery of mandatory key information to retail investors.
This SCORM-compatible course is part of our FCA Compliance Library.
The library is available in the Skillcast Standard plan for larger companies or Skillcast Basic plan for those with under 50 learners.
This course will prepare your employees to:
- Background to EU PRIIPs regulation
- What do you think?
- What do you think?
- Other retail products that are PRIIPs
- What do you think?
- KID content requirements
- KID prescribed layout
- Multiple investment options
- Calculating & presenting risk
- Summary Risk Indicator (SRI)
- Template A: Single investment and/or single premium is paid
- Template B: Regular investments and/or premiums are paid
- Disclosed costs
Approximately 30-minute long e-learning course followed by a 10-question assessment.
Suitable for all staff - examples and interactivities designed for staff at all levels. No previous knowledge or experience is required.
SHARD-compliant, responsive display on all devices, accessibility on screen readers, visual design controlled via a client style sheet.
All Windows, Mac OSX, iOS, Android (Flash-free for mobile compatibility). AICC and SCORM 1.2-compliant, suitable for both hosted and deployed SCORM or AICC.
Fully customisable on Skillcast Portal CMS.
Pre-translated versions not available, but all text content can be exported for translation into all languages.
Based on UK legislation, but suitable for global audiences upon the removal of UK-specific references and translation as necessary.